ESOP · DOL Form 5500 · 2023

Logan Street Holdings, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets: 30
Participants: 64th
Percentile by assets: $433,200
Avg per participant

Official DOL plan name: Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan · Sponsored by Logan Street Holdings, Inc. · Kentucky · Construction

$13M in assets, 30 participants

Logan Street Holdings, Inc.'s Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported $13M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

64th percentile by assets (of 127,072 plans)
#5,660 in Construction (9,030 peers)

Logan Street Holdings, Inc. multi-year trail

Logan Street Holdings, Inc.'s plans moved +73.2% in assets from 2022 to 2024; this filing shows Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan at $13M / 30 participants.

$13M
total plan assets (2023 EOY): 30
covered participants: 64th
percentile by assets (of 127,072 plans): $433,200
avg assets per participant

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2022 filing to 30 in the plan year 2023 filing.
Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Kentucky

Industry

Construction

Logan Street Holdings, Inc. across 3 plan years on file

Across the 3 plan years Logan Street Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $19M, a gain of 73.2%, while reported participants moved from 20 to 24 (+20.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($11M).

Logan Street Holdings, Inc. multi-year asset trail

Total plan assets by year, all Logan Street Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	20	$11M
2023	1	30	$13M
2024	1	24	$19M

Logan Street Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$9M
Net Income	$3M
Employer EIN	832205892
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
H & R Agri-Power Employee Stock Ownership Plan $105M · 489
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650

Compare Walker Mechanical Contractors, Inc. Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan by total assets, not by location.

Gmi Corporation, Inc. Employee Stock Ownership Plan (IN) $13M · 89
Baker Electric Employee Stock Ownership Plan (CA) $13M · 277
Ryco Inc. Employee Stock Ownership Plan (PA) $13M · 150
Vhv Company Employee Stock Ownership Plan (VT) $13M · 145

Frequently Asked Questions

How did Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan grew sharply - up 19.4% during 2023, from $11M to $13M. Reported net income was $3M.

How have Logan Street Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Logan Street Holdings, Inc.'s sponsor-wide assets grew 73.2%, from $11M to $19M.

Which ESOP plans are similar in size to Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Gmi Corporation, Inc. Employee Stock Ownership Plan in IN ($13M, 89 participants).

Next read for Walker Mechanical Contractors, Inc. Empl…

Multi-year trail

Ways to act on Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
Logan Street Holdings, Inc.'s sponsor-wide assets have grown 73.2% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832205892.